Saturday, October 16, 2010

DAN NORCINI ON AGENCY DEBT

Posted: Oct 14 2010     By: Dan Norcini      Post Edited: October 15, 2010 at 12:01 am
Filed under: Trader Dan Norcini

Dear Friends,
The ominous trend continues in the US Agency Debt market as Foreign Central Banks continue to divest themselves of it at an alarming pace. Holdings are now at a 39 month low. The question can be raised – who is buying all of this debt that is being unloaded on the market?

DAN'S CHARTS:
http://jsmineset.com/wp-content/uploads/2010/10/Agency-Debt-chart-10-14-2010.pdf
AND
http://jsmineset.com/wp-content/uploads/2010/10/Foreign-Central-Bank-Custodial-holdings-of-TReasuries.pdf

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